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22 firms
ActiveState: IN×State: SC×State: UT×State: CO×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity→
B60WORLD CAPITAL ADVISORS, LLC
CRD 135941
CO$72.0M3E*Trade→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B51INVESTMENT RESEARCH CORP
CRD 108208
CO$76.3M17E*Trade→
C50SWAN WEALTH ADVISORS, LLC
CRD 292755
CO$98.0M—Pershing→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43LEH II MANAGEMENT LLC
CRD 328785
CO$93.1M—E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C40BLUE SKY ASSET MANAGEMENT, LLC
CRD 167686
CO$98.6M1E*Trade→
C40BZ WEALTH ADVISORS, LLC
CRD 335978
CO$26.0M1Charles Schwab→
C38BEST LIFE INFINITY, LLC
CRD 319232
CO$48.2M6E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→
C36KELLY STRATEGIC MANAGEMENT, LLC
CRD 315259
CO$81.7M—E*Trade→
C34ISRAEL INVESTMENT ADVISORS, LLC
CRD 153952
CO$96.3M23Charles Schwab→
C33MEKETA CAPITAL, LLC
CRD 328303
CO$83.0M2E*Trade→
C15TIFIN GIVE INC.
CRD 313261
CO$30.9M—Charles Schwab→